fix(review): close all 8 findings from the D18 slice review

MAJOR
- Documents register: Convert & send no longer bubbles into row navigation
  (stopPropagation guard on the actions cell)
- Pipeline rows: convert_invoice now uses the same confirmed convert-and-send
  as the Documents page (was the old plain draft convert)
- APEX importer carries anydesk/os/district/sector: stg_client columns
  (+ migrate guard), optional CSV headers staged, commit INSERT maps them
- Clients page: district/sector filter inputs wired to the server filters
  (server side widened to LIKE for narrow-as-you-type)

MINOR
- WhatsApp/secretary typed contact roles: datalist on the contact Role input,
  labeled rows (with Copy) on the Client 360 support card
- Dashboard overdue + dues-aging now anchor on COALESCE(due_date, doc_date) —
  an unpaid invoice not yet due no longer shows as overdue (test added)
- PATCH /clients/:id is atomic: dbPassword + field patch in one transaction
- Audit same-txn: setClientDbPassword, stageCsv, and the import stage/commit
  route audits all wrapped in db.transaction

Suite: 345 tests / 66 files, typecheck clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

apps/hq-web/src/components/ClientFormDialog.tsx

@@ -113,10 +113,15 @@ export function ClientFormDialog(props: {
           <input className="wf" placeholder="Name" value={c.name} onChange={setContact(i, 'name')} />
           <input className="wf" placeholder="Email" type="email" value={c.email} onChange={setContact(i, 'email')} />
           <input className="wf" placeholder="Phone" value={c.phone} onChange={setContact(i, 'phone')} />
-          <input className="wf" placeholder="Role" style={{ maxWidth: 110 }} value={c.role} onChange={setContact(i, 'role')} />
+          {/* Typed roles (D18 WS-F): whatsapp/secretary get labeled rows on the support card; free text stays allowed. */}
+          <input className="wf" placeholder="Role" list="hq-contact-roles" style={{ maxWidth: 110 }} value={c.role} onChange={setContact(i, 'role')} />
           <Button onClick={() => setContacts((prev) => prev.filter((_x, j) => j !== i))}>✕</Button>
         </div>
       ))}
+      <datalist id="hq-contact-roles">
+        <option value="whatsapp" />
+        <option value="secretary" />
+      </datalist>
       <Button onClick={() => setContacts((prev) => [...prev, { ...EMPTY_CONTACT }])}>+ Add contact</Button>
       {error !== undefined && <Notice tone="err">{error}</Notice>}
     </Dialog>

apps/hq-web/src/pages/ClientDetail.tsx

@@ -545,6 +545,23 @@ function SupportCard(props: { client: Client; onChanged: () => void }) {
       {cell('OS', c.os)}
       {cell('District', c.district)}
       {cell('Sector', c.sector)}
+      {/* Typed contact rows (spec §5): whatsapp/secretary contacts surface here by label. */}
+      {c.contacts
+        .filter((ct) => ct.role === 'whatsapp' || ct.role === 'secretary')
+        .map((ct, i) => {
+          const num = ct.phone ?? ct.email
+          return (
+            <span key={i} style={{ display: 'inline-flex', alignItems: 'baseline', gap: 6, marginRight: 18 }}>
+              <span style={{ fontSize: 11, textTransform: 'uppercase', letterSpacing: 0.5, opacity: 0.6 }}>
+                {ct.role === 'whatsapp' ? 'WhatsApp' : 'Secretary'}
+              </span>
+              <span>{[ct.name, num].filter((x) => x !== undefined && x !== '').join(' · ')}</span>
+              {num !== undefined && num !== '' && (
+                <Button onClick={() => copy(num, ct.role === 'whatsapp' ? 'WhatsApp number' : 'Secretary contact')}>Copy</Button>
+              )}
+            </span>
+          )
+        })}
       <span style={{ display: 'inline-flex', alignItems: 'baseline', gap: 6 }}>
         <span style={{ fontSize: 11, textTransform: 'uppercase', letterSpacing: 0.5, opacity: 0.6 }}>DB password</span>
         {revealed !== undefined

apps/hq-web/src/pages/Clients.tsx

@@ -38,7 +38,12 @@ export const DOC_TONE: Record<DocStatus, Tone> = {
 export function Clients() {
   const nav = useNavigate()
   const [q, setQ] = useState('')
-  const { data, error, reload } = useData(() => getClients(q), [q])
+  // D18 WS-F: the old book's two working filters, applied server-side.
+  const [district, setDistrict] = useState('')
+  const [sector, setSector] = useState('')
+  const { data, error, reload } = useData(
+    () => getClients(q, { district, sector }), [q, district, sector],
+  )
   const [sp, setSp] = useSearchParams()
   const [creating, setCreating] = useState(sp.get('new') === '1')
   const [statusFilter, setStatusFilter] = useState('all')
@@ -65,6 +70,14 @@ export function Clients() {
           className="wf" style={{ maxWidth: 280 }} placeholder="Search name / code / GSTIN…"
           value={q} onChange={(e) => setQ(e.target.value)}
         />
+        <input
+          className="wf" style={{ maxWidth: 140 }} placeholder="District" aria-label="District"
+          value={district} onChange={(e) => setDistrict(e.target.value)}
+        />
+        <input
+          className="wf" style={{ maxWidth: 120 }} placeholder="Sector" aria-label="Sector"
+          value={sector} onChange={(e) => setSector(e.target.value)}
+        />
         <FilterChips
           active={statusFilter}
           onChange={setStatusFilter}

apps/hq-web/src/pages/Documents.tsx

@@ -104,12 +104,16 @@ export function Documents() {
               actions: d.docType === 'PROFORMA' && d.docNo !== null
                 && d.status !== 'cancelled' && d.status !== 'invoiced'
                 ? (
-                  <Button
-                    tone="primary"
-                    onClick={() => setConverting({ id: d.id, docNo: d.docNo! })}
-                  >
-                    Convert & send
-                  </Button>
+                  // The whole <tr> navigates on click — without this guard the button
+                  // click bubbles up, the page unmounts and the confirm never shows.
+                  <span onClick={(e) => e.stopPropagation()}>
+                    <Button
+                      tone="primary"
+                      onClick={() => setConverting({ id: d.id, docNo: d.docNo! })}
+                    >
+                      Convert & send
+                    </Button>
+                  </span>
                 )
                 : null,
             }))}

apps/hq-web/src/pages/Pipeline.tsx

@@ -1,7 +1,7 @@
 import { useState } from 'react'
 import { Link, useNavigate } from 'react-router-dom'
 import { formatINR } from '@sims/domain'
-import { Badge, Button, DataTable, EmptyState, ErrorState, FilterChips, Notice, PageHeader, Skeleton, Toolbar } from '@sims/ui'
+import { Badge, Button, ConfirmDialog, DataTable, EmptyState, ErrorState, FilterChips, Notice, PageHeader, Skeleton, Toolbar, useToast } from '@sims/ui'
 import {
   documentAction, getEmployees, getPipeline, isManagerial,
   type Employee, type PipelineFilter, type PipelineRow, type PipelineStage,
@@ -32,10 +32,13 @@ const BAND_TONE = { green: 'ok', amber: 'warn', red: 'err' } as const
  */
 export function Pipeline() {
   const nav = useNavigate()
+  const toast = useToast()
   const [filter, setFilter] = useState<PipelineFilter>('all')
   const [owner, setOwner] = useState('')
   const [page, setPage] = useState(1)
   const [error, setError] = useState<string | undefined>()
+  // D18 WS-G: same one-click convert-and-send as the Documents register.
+  const [converting, setConverting] = useState<{ docId: string; clientName: string } | undefined>()
   const managerial = isManagerial()
 
   const list = useData(
@@ -75,8 +78,8 @@ export function Pipeline() {
     }
     if (r.nextAction === 'convert_invoice') {
       return (
-        <Button tone="primary" onClick={() => act(documentAction(r.docId!, 'convert', { to: 'INVOICE' }))}>
-          Convert → invoice
+        <Button tone="primary" onClick={() => setConverting({ docId: r.docId!, clientName: r.clientName })}>
+          Convert & send
         </Button>
       )
     }
@@ -153,6 +156,18 @@ export function Pipeline() {
               actions: actions(r),
             }))}
           />
+          {converting !== undefined && (
+            <ConfirmDialog
+              open
+              onClose={() => setConverting(undefined)}
+              onConfirm={() => documentAction(converting.docId, 'convert-and-send')
+                .then((doc) => { toast.ok('Invoice issued & emailed'); nav(`/documents/${doc.id}`) })
+                .catch((e: Error) => { setError(e.message); setConverting(undefined) })}
+              title="Convert to invoice & send"
+              body={`Convert the accepted proforma for ${converting.clientName} to a tax invoice, assign its number and email it to the client?`}
+              confirmLabel="Convert & send"
+            />
+          )}
           <Toolbar>
             <Badge>Showing {from}–{to} of {data!.total}</Badge>
             <span style={{ flex: 1 }} />

apps/hq/src/api.ts

@@ -244,11 +244,17 @@ export function apiRouter(
         if (!isManagerial(viewer.role)) {
           res.status(403).json({ ok: false, error: 'Owner or manager only' }); return
         }
-        setClientDbPassword(db, viewer.id, id, dbPassword, gmail().keyHex)
       }
-      const client = Object.keys(rest).length > 0
-        ? updateClient(db, staffId(res), id, rest)
-        : getClient(db, id)!
+      // One transaction: a bad field elsewhere in the patch must not leave a
+      // half-applied (already audited) password change behind.
+      const client = db.transaction(() => {
+        if (typeof dbPassword === 'string') {
+          setClientDbPassword(db, staffId(res), id, dbPassword, gmail().keyHex)
+        }
+        return Object.keys(rest).length > 0
+          ? updateClient(db, staffId(res), id, rest)
+          : getClient(db, id)!
+      })()
       res.json({ ok: true, client })
     } catch (err) {
       res.status(400).json({ ok: false, error: err instanceof Error ? err.message : String(err) })
@@ -496,7 +502,7 @@ export function apiRouter(
       const client: Client = picked ?? {
         id: '', code: '—', name: '— pick a client —',
         stateCode: company['company.state_code'] ?? '32',
-        address: '', contacts: [], status: 'lead', notes: '',
+        address: '', contacts: [], status: 'lead', notes: '', hasDbPassword: false,
       }
       const t = prepared.totals
       const doc: Doc = {
@@ -943,18 +949,20 @@ export function apiRouter(
   r.post('/import/stage', requireAuth, requireOwner, (req, res) => {
     try {
       const body = req.body as { clientsCsv?: unknown; invoicesCsv?: unknown }
-      const out: { clientsStaged?: number; invoicesStaged?: number } = {}
-      if (typeof body.clientsCsv === 'string' && body.clientsCsv !== '') {
-        out.clientsStaged = stageCsv(db, 'clients', body.clientsCsv).staged
-      }
-      if (typeof body.invoicesCsv === 'string' && body.invoicesCsv !== '') {
-        out.invoicesStaged = stageCsv(db, 'invoices', body.invoicesCsv).staged
-      }
-      if (out.clientsStaged === undefined && out.invoicesStaged === undefined) {
+      const clientsCsv = typeof body.clientsCsv === 'string' && body.clientsCsv !== '' ? body.clientsCsv : undefined
+      const invoicesCsv = typeof body.invoicesCsv === 'string' && body.invoicesCsv !== '' ? body.invoicesCsv : undefined
+      if (clientsCsv === undefined && invoicesCsv === undefined) {
         res.status(400).json({ ok: false, error: 'Provide clientsCsv and/or invoicesCsv as CSV text' })
         return
       }
-      writeAudit(db, staffId(res), 'import_stage', 'import', 'apex', undefined, out)
+      // Staging writes and their audit rows land (or roll back) together.
+      const out = db.transaction(() => {
+        const o: { clientsStaged?: number; invoicesStaged?: number } = {}
+        if (clientsCsv !== undefined) o.clientsStaged = stageCsv(db, 'clients', clientsCsv).staged
+        if (invoicesCsv !== undefined) o.invoicesStaged = stageCsv(db, 'invoices', invoicesCsv).staged
+        writeAudit(db, staffId(res), 'import_stage', 'import', 'apex', undefined, o)
+        return o
+      })()
       res.json({ ok: true, ...out, report: verificationReport(db) })
     } catch (err) {
       res.status(400).json({ ok: false, error: err instanceof Error ? err.message : String(err) })
@@ -972,8 +980,13 @@ export function apiRouter(
   })
   r.post('/import/commit', requireAuth, requireOwner, (_req, res) => {
     try {
-      const result = commitImport(db, staffId(res)) // refuses while ANY staged row has problems
-      writeAudit(db, staffId(res), 'import_commit', 'import', 'apex', undefined, result)
+      // commitImport is itself transactional; the outer txn folds it into a savepoint
+      // so the cutover and its 'import_commit' audit row are one atomic unit.
+      const result = db.transaction(() => {
+        const r = commitImport(db, staffId(res)) // refuses while ANY staged row has problems
+        writeAudit(db, staffId(res), 'import_commit', 'import', 'apex', undefined, r)
+        return r
+      })()
       res.json({ ok: true, result })
     } catch (err) {
       res.status(400).json({ ok: false, error: err instanceof Error ? err.message : String(err) })

apps/hq/src/db.ts

@@ -106,7 +106,9 @@ CREATE TABLE IF NOT EXISTS audit_log (
 );
 CREATE TABLE IF NOT EXISTS stg_client (
   row_no INTEGER PRIMARY KEY, code TEXT, name TEXT, gstin TEXT, state_code TEXT,
-  address TEXT, phone TEXT, email TEXT, status TEXT, problems TEXT NOT NULL DEFAULT '[]'
+  address TEXT, phone TEXT, email TEXT, status TEXT,
+  anydesk TEXT, os TEXT, district TEXT, sector TEXT,
+  problems TEXT NOT NULL DEFAULT '[]'
 );
 CREATE TABLE IF NOT EXISTS stg_invoice (
   row_no INTEGER PRIMARY KEY, client_code TEXT, doc_no TEXT, doc_date TEXT,
@@ -213,6 +215,13 @@ function migrate(db: DB): void {
       db.exec(`ALTER TABLE client ADD COLUMN ${col} TEXT`)
     }
   }
+  // …and the same fields on the import staging table so the cutover carries them.
+  const stgClientCols = db.prepare(`PRAGMA table_info(stg_client)`).all() as { name: string }[]
+  for (const col of ['anydesk', 'os', 'district', 'sector']) {
+    if (!stgClientCols.some((c) => c.name === col)) {
+      db.exec(`ALTER TABLE stg_client ADD COLUMN ${col} TEXT`)
+    }
+  }
   rebuildStaffUserRoleCheck(db)
   rebuildReminderRuleKindCheck(db)
 }

apps/hq/src/import-apex.ts

@@ -51,8 +51,9 @@ function stageClients(db: DB, records: Record<string, string>[]): number {
   )
   const seen = new Set<string>()
   const insert = db.prepare(
-    `INSERT INTO stg_client (row_no, code, name, gstin, state_code, address, phone, email, status, problems)
-     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+    `INSERT INTO stg_client (row_no, code, name, gstin, state_code, address, phone, email, status,
+       anydesk, os, district, sector, problems)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
   )
   records.forEach((r, i) => {
     const problems: string[] = []
@@ -68,6 +69,8 @@ function stageClients(db: DB, records: Record<string, string>[]): number {
     insert.run(
       i + 1, code, r['name'] ?? '', gstin, r['state_code'] ?? '',
       r['address'] ?? '', r['phone'] ?? '', r['email'] ?? '', status,
+      // WS-F support-access fields — optional headers; absent columns stage as ''.
+      r['anydesk'] ?? '', r['os'] ?? '', r['district'] ?? '', r['sector'] ?? '',
       JSON.stringify(problems),
     )
   })
@@ -117,9 +120,13 @@ function stageInvoices(db: DB, records: Record<string, string>[]): number {
 
 export function stageCsv(db: DB, kind: 'clients' | 'invoices', csvText: string): { staged: number } {
   const records = parseCsv(csvText)
-  const staged = kind === 'clients' ? stageClients(db, records) : stageInvoices(db, records)
-  writeAudit(db, 'system', 'stage', `stg_${kind}`, kind, undefined, { staged })
-  return { staged }
+  // One transaction: the DELETE + re-insert of the staging area and its audit row
+  // land (or roll back) together — same-txn audit rule.
+  return db.transaction(() => {
+    const staged = kind === 'clients' ? stageClients(db, records) : stageInvoices(db, records)
+    writeAudit(db, 'system', 'stage', `stg_${kind}`, kind, undefined, { staged })
+    return { staged }
+  })()
 }
 
 // ---------- verification report ----------
@@ -159,7 +166,8 @@ export function verificationReport(db: DB): VerificationReport {
 
 interface StgClientRow {
   row_no: number; code: string; name: string; gstin: string; state_code: string
-  address: string; phone: string; email: string; status: string; problems: string
+  address: string; phone: string; email: string; status: string
+  anydesk: string; os: string; district: string; sector: string; problems: string
 }
 
 interface StgInvoiceRow {
@@ -195,9 +203,11 @@ export function commitImport(db: DB, userId: string): CommitResult {
     // Clients — source 'apex' marks the cutover rows.
     const stgClients = db.prepare(`SELECT * FROM stg_client ORDER BY row_no`).all() as StgClientRow[]
     const insertClient = db.prepare(
-      `INSERT INTO client (id, code, name, gstin, state_code, address, contacts, status, source, created_at)
-       VALUES (?, ?, ?, ?, ?, ?, ?, ?, 'apex', ?)`,
+      `INSERT INTO client (id, code, name, gstin, state_code, address, contacts, status,
+         anydesk, os, district, sector, source, created_at)
+       VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'apex', ?)`,
     )
+    const orNull = (v: string): string | null => (v !== '' ? v : null)
     for (const c of stgClients) {
       const id = uuidv7()
       const contacts = c.phone !== '' || c.email !== ''
@@ -210,7 +220,9 @@ export function commitImport(db: DB, userId: string): CommitResult {
       insertClient.run(
         id, c.code, c.name, c.gstin !== '' ? c.gstin : null,
         c.state_code !== '' ? c.state_code : ourState, c.address,
-        JSON.stringify(contacts), c.status !== '' ? c.status : 'active', now,
+        JSON.stringify(contacts), c.status !== '' ? c.status : 'active',
+        // WS-F: the old book's support-access data rides the cutover, not re-keying.
+        orNull(c.anydesk), orNull(c.os), orNull(c.district), orNull(c.sector), now,
       )
       writeAudit(db, userId, 'import', 'client', id, undefined, { code: c.code, name: c.name, source: 'apex' })
     }

apps/hq/src/repos-clients.ts

@@ -59,12 +59,13 @@ export function listClients(
     where += ` AND (name LIKE ? OR code LIKE ? OR gstin LIKE ?)`
     args.push(like, like, like)
   }
-  // D18 WS-F: the old book's two working filters.
+  // D18 WS-F: the old book's two working filters — LIKE, so a partial "Ern"
+  // already narrows to Ernakulam while the user types.
   if (filters.district !== undefined && filters.district !== '') {
-    where += ` AND district=?`; args.push(filters.district)
+    where += ` AND district LIKE ?`; args.push(`%${filters.district}%`)
   }
   if (filters.sector !== undefined && filters.sector !== '') {
-    where += ` AND sector=?`; args.push(filters.sector)
+    where += ` AND sector LIKE ?`; args.push(`%${filters.sector}%`)
   }
   const rows = db.prepare(`SELECT * FROM client${where} ORDER BY name`).all(...args) as ClientRow[]
   return rows.map(toClient)
@@ -147,15 +148,17 @@ export function updateClient(db: DB, userId: string, id: string, patch: ClientPa
 export function setClientDbPassword(
   db: DB, userId: string, id: string, plain: string, keyHex: string,
 ): Client {
-  const before = getClient(db, id)
-  if (before === null) throw new Error('Client not found')
-  if (plain !== '' && keyHex === '') {
-    throw new Error(`HQ_SECRET_KEY is not configured — refusing to store a DB password unencrypted`)
-  }
-  const enc = plain === '' ? null : encrypt(plain, keyHex)
-  db.prepare(`UPDATE client SET db_password_enc=? WHERE id=?`).run(enc, id)
-  writeAudit(db, userId, 'set_db_password', 'client', id, undefined, { set: enc !== null })
-  return getClient(db, id)!
+  return db.transaction(() => {
+    const before = getClient(db, id)
+    if (before === null) throw new Error('Client not found')
+    if (plain !== '' && keyHex === '') {
+      throw new Error(`HQ_SECRET_KEY is not configured — refusing to store a DB password unencrypted`)
+    }
+    const enc = plain === '' ? null : encrypt(plain, keyHex)
+    db.prepare(`UPDATE client SET db_password_enc=? WHERE id=?`).run(enc, id)
+    writeAudit(db, userId, 'set_db_password', 'client', id, undefined, { set: enc !== null })
+    return getClient(db, id)!
+  })()
 }
 
 /** Decrypt-and-return the stored DB password — every reveal writes an audit row. */

apps/hq/src/repos-dashboard.ts

@@ -41,13 +41,15 @@ export function dashboardView(
   const mineDoc = meId !== undefined ? ` AND (d.created_by=? OR c.owner_id=?)` : ''
   const mineClient = meId !== undefined ? ` AND c.owner_id=?` : ''
 
+  // Overdue anchors on the stamped due date when present (D18 WS-A) — an unpaid
+  // invoice whose due date is still in the future is NOT overdue.
   const overdueRows = db.prepare(
-    `SELECT d.id, d.doc_no, d.client_id, d.doc_date, c.name AS client_name
+    `SELECT d.id, d.doc_no, d.client_id, COALESCE(d.due_date, d.doc_date) AS anchor, c.name AS client_name
      FROM document d JOIN client c ON c.id = d.client_id
      WHERE d.doc_type='INVOICE' AND d.doc_no IS NOT NULL
-       AND d.status NOT IN ('paid','cancelled','lost') AND d.doc_date <= ?${mineDoc}
-     ORDER BY d.doc_date`,
-  ).all(...(meId !== undefined ? [today, meId, meId] : [today])) as { id: string; doc_no: string | null; client_id: string; doc_date: string; client_name: string }[]
+       AND d.status NOT IN ('paid','cancelled','lost') AND COALESCE(d.due_date, d.doc_date) <= ?${mineDoc}
+     ORDER BY anchor`,
+  ).all(...(meId !== undefined ? [today, meId, meId] : [today])) as { id: string; doc_no: string | null; client_id: string; anchor: string; client_name: string }[]
   const overdue: DashboardView['overdue'] = []
   let overduePaise = 0
   for (const r of overdueRows) {
@@ -56,7 +58,7 @@ export function dashboardView(
     overduePaise += outstanding
     overdue.push({
       docId: r.id, docNo: r.doc_no, clientId: r.client_id, clientName: r.client_name,
-      outstandingPaise: outstanding, daysOverdue: Math.max(0, daysBetween(r.doc_date, today)),
+      outstandingPaise: outstanding, daysOverdue: Math.max(0, daysBetween(r.anchor, today)),
     })
   }
 

apps/hq/src/repos-reports.ts

@@ -38,18 +38,19 @@ export interface DuesAgingRow {
 }
 
 export function duesAging(db: DB, today: string): DuesAgingRow[] {
+  // Buckets age from the stamped due date when present (D18 WS-A), doc date otherwise.
   const invoices = db.prepare(
-    `SELECT d.id, d.client_id, d.doc_date, c.name AS client_name
+    `SELECT d.id, d.client_id, COALESCE(d.due_date, d.doc_date) AS anchor, c.name AS client_name
      FROM document d JOIN client c ON c.id = d.client_id
      WHERE d.doc_type='INVOICE' AND d.doc_no IS NOT NULL AND d.status NOT IN ('paid','cancelled','lost')`,
-  ).all() as { id: string; client_id: string; doc_date: string; client_name: string }[]
+  ).all() as { id: string; client_id: string; anchor: string; client_name: string }[]
   const acc = new Map<string, DuesAgingRow>()
   for (const inv of invoices) {
     const out = outstandingPaise(db, inv.id)
     if (out <= 0) continue
     const row = acc.get(inv.client_id)
       ?? { clientId: inv.client_id, clientName: inv.client_name, b0_30: 0, b31_60: 0, b61_90: 0, b90p: 0, totalPaise: 0 }
-    const age = daysBetween(inv.doc_date, today)
+    const age = daysBetween(inv.anchor, today)
     if (age <= 30) row.b0_30 += out
     else if (age <= 60) row.b31_60 += out
     else if (age <= 90) row.b61_90 += out

apps/hq/src/templates.ts

@@ -380,6 +380,7 @@ export function documentHtmlSample(company: Record<string, string>, opts: { cont
   const client: Client = {
     id: 'sample', code: 'SAMPLE', name: 'Sample Client Pvt Ltd', gstin: '32ABCDE1234F1Z5',
     stateCode, address: '1st Floor, MG Road, Kochi', contacts: [], status: 'active', notes: '',
+    hasDbPassword: false,
   }
   const line: BillLine = {
     itemId: 'sample', name: 'POS Billing — Yearly', hsn: '998313', qty: 1, unitCode: 'NOS',

apps/hq/test/dashboard.test.ts

@@ -42,6 +42,18 @@ describe('dashboardView', () => {
     expect(view.queue.length).toBeGreaterThanOrEqual(3) // overdue + renewal + follow_up
     expect(view.totals.overduePaise).toBe(11_800_00)
   })
+
+  it('anchors overdue on the stamped due date, not the issue date (D18 WS-A)', () => {
+    const { db, inv } = seeded()
+    // Issued 2026-06-01 but not due until 2026-07-20 → NOT overdue on 2026-07-10.
+    db.prepare(`UPDATE document SET due_date='2026-07-20' WHERE id=?`).run(inv.id)
+    expect(dashboardView(db, '2026-07-10').overdue).toHaveLength(0)
+    // Due date passed → overdue, aged from the due date (5 days, not 39).
+    db.prepare(`UPDATE document SET due_date='2026-07-05' WHERE id=?`).run(inv.id)
+    const view = dashboardView(db, '2026-07-10')
+    expect(view.overdue.map((o) => o.docId)).toContain(inv.id)
+    expect(view.overdue[0]!.daysOverdue).toBe(5)
+  })
 })
 
 describe('GET /api/dashboard + reminder queue routes', () => {

apps/hq/test/import-routes.test.ts

@@ -6,7 +6,9 @@ import { seedIfEmpty } from '../src/seed'
 import { createStaff } from '../src/auth'
 import { apiRouter } from '../src/api'
 
-const CLIENTS_CSV = 'code,name,gstin,state_code,address,phone,email,status\nAPX001,Acme Bank,,32,Kochi,,r@acme.in,active\n'
+// Optional WS-F support columns ride the same CSV (anydesk/os/district/sector).
+const CLIENTS_CSV = 'code,name,gstin,state_code,address,phone,email,status,anydesk,os,district,sector\n'
+  + 'APX001,Acme Bank,,32,Kochi,,r@acme.in,active,123456789,Windows 10,Ernakulam,Co-op\n'
 const BAD_CLIENTS_CSV = 'code,name,gstin,state_code,address,phone,email,status\n,No Code Bank,,32,,,,active\n'
 // Amounts are RUPEES in the APEX export; staging converts via fromRupees.
 // Current-FY doc date so the INVOICE series seeds past the legacy number.
@@ -71,8 +73,10 @@ describe('APEX import routes (owner-only)', () => {
     expect(cj.result.clients).toBe(1)
     expect(cj.result.invoices).toBe(1)
     expect(cj.result.seeded).not.toBeNull() // INVOICE series seeded past the legacy number
-    // The imported rows are real now.
+    // The imported rows are real now — including the WS-F support-access fields.
     const imported = ctx.db.prepare(`SELECT source, status FROM document WHERE doc_no='INV/26-27-0042'`).get()
     expect(imported).toMatchObject({ source: 'apex' })
+    const client = ctx.db.prepare(`SELECT anydesk, os, district, sector FROM client WHERE code='APX001'`).get()
+    expect(client).toEqual({ anydesk: '123456789', os: 'Windows 10', district: 'Ernakulam', sector: 'Co-op' })
   })
 })

apps/hq/test/reports.test.ts

@@ -12,7 +12,9 @@ function issuedInvoice(db: any, clientId: string, moduleId: string, docDate: str
   const inv = issueDocument(db, 'u1', createDraft(db, 'u1', {
     docType: 'INVOICE', clientId, lines: [{ moduleId, qty: 1, kind: 'yearly' }],
   }).id)
-  db.prepare(`UPDATE document SET doc_date=? WHERE id=?`).run(docDate, inv.id)
+  // Rewind to a legacy (pre-due-date) invoice: aging must anchor on doc_date,
+  // so the issue-stamped due_date is cleared along with the rewind.
+  db.prepare(`UPDATE document SET doc_date=?, due_date=NULL WHERE id=?`).run(docDate, inv.id)
   return inv
 }